| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.37% | -6.74% | 3.63% | 13.74% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.89% | 6.11% | 6.50% |
| Negative volatility | 7.04% | 4.67% | 4.52% |
| Sharpe | Neg | Neg | 0.11 |
| Sortino | Neg | Neg | 0.16 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Short Duration Bond A Acc $ | 7.74% | 2.31% | 0.83% | 11.10% | -7.06% | 0.37% | |
| Bond USA - Corporate & Government Short-Mid-Term | 7.03% | 2.65% | 0.82% | 11.04% | -7.32% | 0.34% | |